Axis MoneyPlex Knowledge Nugget - 66

Axis MoneyPlex Knowledge Nugget - 66

When Should You Start Investing In Mutual Funds?

They say, better late than never. And to some extent that is true. When it comes to investing, it all depends on what your financial goals are and what you wish to achieve financially. Are you investing to financially secure your post retirement years, or are you investing to secure your child’s future? Or do you have short term goals like buying a car or renovating your house? When you have a defined set of goals, it helps you in formulating an investment strategy that may hold the potential to help you attain financial stability. The financial market is packed with plenty of investment schemes that cater to the needs of almost every individual. Every financial scheme carries a different risk profile and as an investor you too should be able to understand your risk appetite before investing your hard earned money in any scheme.

A risk appetite is nothing but an individual’s ability to risk his or her finances in an investment scheme with the hope of making some capital gains. Individuals with zero risk appetite generally settle with conservation investment options that offer low fixed interest rates. However, if you are someone who is willing to go the extra mile and invest in tools that offer high risk rewards ratio, you may consider investing in mutual funds.

This article focuses on mutual funds and when one may start investing in mutual funds.

What is a mutual fund?

According to SEBI, the regulatory body of mutual funds in India, a mutual fund is “Mutual fund is a mechanism for pooling the resources by issuing units to the investors and investing funds in securities in accordance with objectives as disclosed in the offer document.

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For more nuggets around mutual funds, do visit?Axis MoneyPlex


Statutory Details:?Axis Mutual Fund has been established as a Trust under the Indian Trust Act 1882, sponsored by Axis Bank Ltd. (liability restricted to ?1 Lakh).?Trustee:?Axis Mutual Fund Trustee Ltd.?Investment Manager:?Axis Asset Management Co. Ltd. (the AMC)?Risk Factors:?Axis Bank Ltd. Is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.


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